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Comment, Analysis & Research

04/23/2015

Greater Capabilities and More Competition Will Shake Up Market for OCIO Services

According to the latest research from Cerulli Associates, a global analytics firm, the need for greater capabilities and more competition will likely shake up the market for outsourced chief investment officer (OCIO) services.

04/22/2015

Putting the Customer First

Regulation will reshape the U.S. asset and wealth management industries

04/22/2015

Affluents Will Travel in New Luxury Style in 2015

Ultimate Guide to Winning the Hearts & Dollars of Today's Affluent Traveler

04/21/2015

There are now more hedge funds than ever

Investors have the choice of an estimated 10,149 hedge funds and funds of hedge funds as of March 31

04/21/2015

10 Most Famous Hedge Fund Managers

We’ve compiled a list of the ten most famous hedge fund managers, in no particular order

04/21/2015

Will Brokers Bow to Higher Fiduciary Standard?

U.S. regulators’ push to make stockbrokers more accountable to clients could end brokerages’ sales of proprietary or high-fee products.

04/17/2015

Investment Managers Expect Lower U.S. Corporate Profits - Northern Trust

Northern Trust invests with more than 200 external managers worldwide

04/17/2015

BlackRock’s Laurence Fink Sounds Warning on Risk

Earnings exceed Wall Street views, while revenue falls shy

04/17/2015

Fundamental Transition Underway as Business Ecosystems Come of Age - Deloitte

Report highlights accelerating shift from relatively self-contained corporations to co-creative business ecosystems

04/17/2015

Institutional investors tap into social media

The survey shows that Twitter is seen as having some value as a news feed

04/16/2015

U.S. Investors Fear Market Correction But Expect Double Digit Gains in 2015 - Natixis Survey

Investors say stocks will be the strongest investments in the next year.

04/16/2015

Failure to Automate Client Reporting is Costly and Impedes Client Service - RESEARCH

New research-based white paper provides a three-step guide to help wealth and asset managers assess the costs

04/16/2015

EDHEC-Princeton Institutional Money Management Conference

Following the success of the second edition of the EDHEC-PRINCETON "Academia meets Practice" Conference, which attracted more than 150 finance professionals in 2013,

04/16/2015

Millennials Emerge as the "Super-Saver" Generation

The TD Bank Saving and Spending Survey questioned more than 1,600 U.S. consumers about their saving and spending habits.

04/15/2015

Advisors Should Monitor Millennial Inheritance

High-net-worth millennials and those with the potential to become wealthy present opportunity for financial advisors looking to grow their client base.

04/15/2015

Wealth-X Reveals: The Wealthiest Women In Tech

The youngest female tech executive on the list is 39

04/15/2015

SS&C GlobeOp Hedge Fund Performance Index: March performance 1.30%; Capital Movement Index: April net flows decline 1.14%

The negative CMI for April reflects the typical seasonal pattern.

04/14/2015

Monetary Policy Divergence Driving Global Market Volatility, says Manulife Asset Management Report

Monetary policy divergence is driving volatility in local asset values in markets around the world and investors should prepare for this volatility to continue, according to a report just released by Manulife Asset Management.

04/14/2015

Generation X Far More Ready To Take On Responsibility For Retirement Than Boomers

Younger investors worry more that they will have enough to live on for the rest of their lives.

04/14/2015

Wealth Adviser: When Client Couples Keep Separate Accounts

But advisers need to help clients examine all the implications

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